Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.059 | 0 | — |
| 1 month | 0.039 | 0 | — |
| 3 months | 0.002 | 0 | — |
| 1 year | 0.056 | 0 | — |
| 3 years | 0.216 | 0 | — |
| 5 years | 0.313 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.242 | — |
| 2023 | 0.443 | — |
| 2022 | 0.036 | — |
| 2021 | 0.469 | — |
| 2020 | 0.261 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.095 | — | — | — |
| 2024 | 0.041 | 0.174 | 0.073 | -0.052 |
| 2023 | -0.044 | 0.182 | 0.132 | 0.129 |
| 2022 | -0.034 | -0.096 | 0.163 | 0.020 |
| 2021 | 0.142 | 0.131 | 0.118 | 0.017 |
| 2020 | -0.275 | 0.249 | 0.150 | 0.210 |
| 2019 | 0.068 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.216 |
| 5 years | 0.313 |